Zions Bancorp NAZION

13F holders, Q3 2024 (September 30)
470holders +39
75new positions
42sold out
5famous investors
$47.22avg. 13F price*

At the end of Q3 2024, 470 institutions reported holding Zions Bancorp NA (ZION) in their 13F filings, up 39 from Q2 2024. 75 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($885.5M), BlackRock, Inc. ($625.6M) and State Street Corp. ($332.5M). 5 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Zions Bancorp NA
CUSIP
989701107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 458Q1 2024Q2 2024: 431Q2 2024Q3 2024: 470Q3 2024Q4 2024: 473Q4 2024Q1 2025: 498Q1 2025Q2 2025: 492Q2 2025Q3 2025: 514Q3 2025Q4 2025: 558Q4 2025Q1 2026: 566Q1 2026Q2 2026: 600Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions75$102.5M
Exits42$88.9M

All 13F filers, Q2 2024 → Q3 2024: 9,116,224 shares bought and 11,420,109 shares sold, net −2,303,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 470 holders

Vanguard Group Inc. 0.02% Add +2.2% 18,751,735 $885.5M
BlackRock, Inc. 0.01% — 13,247,829 $625.6M
State Street Corp. 0.01% Add +14.6% 7,041,818 $332.5M
Dimensional Fund Advisors LP 0.08% Add +6.1% 6,631,565 $313.1M
Charles Schwab Investment Management Inc. 0.04% Add +3.1% 4,687,988 $221.4M
LSV Asset Management 0.40% Reduce -3.2% 3,948,377 $186.4M
Citadel Advisors 0.19% Add +4.2% 3,700,193 $174.7M
Morgan Stanley 0.01% Reduce -31.6% 2,707,275 $127.8M
Vaughan Nelson Investment Management, L.P. 1.13% Add +25.1% 2,684,460 $126.8M
Geode Capital Management, LLC 0.01% Add +1.1% 2,637,917 $124.6M
Arrowstreet Capital, Limited Partnership 0.10% Add +86.9% 2,441,953 $115.3M
Fiduciary Management Inc. 0.95% Reduce -0.1% 2,296,751 $108.5M
Alliancebernstein L.P. 0.03% Add +1.9% 2,178,848 $102.9M
Thrivent Financial for Lutherans 0.19% Reduce -17.2% 2,150,103 $101.5M
Goldman Sachs Group Inc. 0.02% Reduce -32.0% 1,985,200 $93.7M
First Trust Advisors LP 0.08% Add +12.2% 1,876,967 $88.6M
Bank of New York Mellon Corp 0.01% Reduce -7.8% 1,589,437 $75.1M
Fuller & Thaler Asset Management, Inc. 0.26% Reduce -5.6% 1,426,778 $67.4M
Norges Bank 0.01% Add +4.6% 1,227,860 $58.0M
Northern Trust Corp. 0.01% Reduce -3.2% 1,189,088 $56.1M
Ameriprise Financial Inc. 0.01% Reduce -6.7% 1,043,896 $49.3M
Artemis Investment Management LLP 0.65% Add +165.0% 905,576 $42.8M
Invesco Ltd. 0.01% Reduce -38.6% 864,566 $40.8M
Two Sigma Advisers, LP 0.09% Reduce -32.6% 853,400 $40.3M
Voloridge Investment Management, LLC 0.14% Reduce -48.7% 824,690 $38.9M
Wedge Capital Management L L P 0.66% Reduce -21.2% 803,463 $37.9M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.9% 735,636 $34.7M
Millennium Management 0.03% Reduce -16.0% 651,762 $30.8M
Bank of America Corp. 0.00% Reduce -28.1% 650,223 $30.7M
UBS Group AG 0.01% Reduce -11.3% 524,993 $24.8M
Wellington Management Group LLP 0.00% New 521,968 $24.6M
American Century Companies Inc. 0.01% Add +2.4% 512,280 $24.2M
AQR Capital Management 0.03% Reduce -50.5% 500,445 $23.3M
Balyasny Asset Management L.P. 0.06% Add +59.3% 464,633 $21.9M
D. E. Shaw & Co. 0.03% Add +159.1% 454,648 $21.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.3% 430,406 $20.3M
Natixis Advisors, LLC 0.04% Add +21.1% 427,047 $20.2M
Rhumbline Advisers 0.02% Reduce -0.8% 422,693 $20.0M
JPMorgan Chase & Co. 0.00% Reduce -20.3% 419,366 $19.8M
Rafferty Asset Management, LLC 0.06% Add +21.2% 383,792 $18.1M
Los Angeles Capital Management LLC 0.07% Add +14.2% 351,148 $16.6M
Principal Financial Group Inc. 0.01% Reduce -32.0% 341,698 $16.1M
Legal & General Group Plc 0.00% Add +3.0% 329,448 $15.6M
Nuveen Asset Management, LLC 0.00% Reduce -0.1% 315,739 $14.9M
Citigroup Inc. 0.01% Reduce -50.9% 297,033 $14.0M
Assenagon Asset Management S.A. 0.03% Add +124.8% 290,165 $13.7M
Swiss National Bank 0.01% Reduce -1.1% 288,200 $13.6M
FMR LLC 0.00% Add +7.3% 282,205 $13.3M
Two Sigma Investments, LP 0.03% Add +262.1% 276,938 $13.1M
California Public Employees Retirement System 0.01% Reduce -3.3% 250,596 $11.8M
Barclays PLC 0.01% Reduce -57.9% 249,630 $11.8M
Amundi 0.00% New 247,460 $11.7M
Allianz Asset Management GmbH 0.02% Add +56.9% 230,520 $10.9M
Franklin Resources Inc. 0.00% Add +13.6% 203,567 $10.2M
Nordea Investment Management AB 0.01% Reduce -4.7% 212,511 $10.1M
Capital Fund Management S.A. 0.11% Add +39.3% 210,179 $9.9M
Maltese Capital Management LLC 1.62% Reduce -43.6% 210,000 $9.9M
Susquehanna International Group, LLP 0.02% Add +174.5% 200,617 $9.5M
Squarepoint Ops LLC 0.03% Add +742.0% 191,966 $9.1M
Qube Research & Technologies Ltd 0.02% New 188,886 $8.9M
State Board of Administration of Florida Retirement System 0.02% No change 183,388 $8.7M
Retirement Systems of Alabama 0.03% Reduce -1.6% 179,416 $8.5M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -7.3% 176,209 $8.3M
Corebridge Financial, Inc. 0.04% Reduce -6.5% 174,635 $8.2M
Acadian Asset Management LLC 0.03% Add +7305.4% 172,991 $8.2M
Rhino Investment Partners, Inc 1.79% Reduce -79.7% 164,473 $7.8M
Seizert Capital Partners, LLC 0.35% Add +0.0% 163,885 $7.7M
Corient Private Wealth LP 0.01% Add +8.1% 158,861 $7.5M
Rockefeller Capital Management L.P. 0.02% Reduce -2.2% 158,827 $7.5M
Victory Capital Management Inc. 0.01% Reduce -1.0% 150,651 $7.1M
Captrust Financial Advisors 0.02% Reduce -0.5% 147,370 $7.0M
New York State Teachers Retirement System 0.01% Reduce -6.7% 144,561 $6.8M
California State Teachers Retirement System 0.01% Reduce -5.1% 141,629 $6.7M
Canada Pension Plan Investment Board 0.01% New 140,000 $6.6M
CANADA LIFE ASSURANCE Co 0.01% Add +1.5% 130,609 $6.2M
Aquatic Capital Management LLC 0.16% New 126,100 $6.0M
Prudential Financial Inc. 0.01% Add +9.8% 121,861 $5.8M
Calydon Capital 0.93% Reduce -61.7% 120,215 $5.7M
T. Rowe Price Associates Inc. 0.00% Add +0.7% 117,273 $5.5M
Pathstone Holdings, LLC 0.02% Add +8.7% 116,348 $5.5M
State of Wisconsin Investment Board 0.01% Reduce -1.0% 106,863 $5.0M
Envestnet Asset Management Inc. 0.00% Add +12.1% 105,281 $5.0M
Comerica Bank 0.02% Reduce -15.3% 102,016 $4.8M
Siena Capital Partners GP, LLC 1.38% No change 101,290 $4.8M
Man Group plc 0.01% Add +1146.1% 98,593 $4.7M
BNP Paribas Financial Markets 0.00% Reduce -5.1% 94,215 $4.4M
Algert Global LLC 0.12% No change 91,784 $4.3M
Quantbot Technologies LP 0.17% New 88,705 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +11.7% 90,035 $4.2M
Quantinno Capital Management LP 0.05% Add +46.5% 87,945 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -16.1% 86,385 $4.1M
Raymond James & Associates 0.00% Add +65.0% 85,285 $4.0M
Voya Investment Management LLC 0.00% Add +189.2% 84,996 $4.0M
Royal Bank of Canada 0.00% Add +28.1% 84,811 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -5.6% 79,824 $3.8M
ExodusPoint Capital Management, LP 0.04% New 77,765 $3.7M
AlphaQuest LLC 0.32% Add +7655500.0% 76,556 $3.6M
MetLife Investment Management, LLC 0.02% Reduce -1.8% 76,283 $3.6M
New York State Common Retirement Fund 0.00% Reduce -21.2% 75,717 $3.6M
Russell Investments Group, Ltd. 0.00% Reduce -13.6% 70,576 $3.3M
Amalgamated Bank 0.03% Reduce -23.8% 70,235 $3.3M
Sei Investments Co. 0.00% Reduce -6.8% 69,740 $3.3M
Easterly Investment Partners LLC 0.26% Add +82.5% 69,179 $3.3M
Janus Henderson Group PLC 0.00% Add +7.9% 69,055 $3.3M
Macquarie Group Ltd. 0.00% No change 67,700 $3.2M
Wells Fargo & Company 0.00% Add +0.3% 67,070 $3.2M
HBK Sorce Advisory LLC 0.10% Reduce -1.0% 66,748 $3.2M
HighTower Advisors, LLC 0.00% Reduce -4.1% 65,447 $3.1M
Alaska Permanent Fund Corp 0.04% No change 64,968 $3.1M
Harbor Investment Advisory, LLC 0.30% No change 63,598 $3.0M
Treasurer of the State of North Carolina 0.01% Add +0.4% 63,186 $3.0M
Deutsche Bank AG 0.00% Reduce -79.8% 62,170 $2.9M
Holocene Advisors, LP 0.01% Reduce -76.4% 62,130 $2.9M
State of Tennessee, Department of Treasury 0.01% Add +71.5% 61,322 $2.9M
LPL Financial LLC 0.00% Reduce -25.7% 60,753 $2.9M
Cinctive Capital Management LP 0.16% New 59,926 $2.8M
Jacobs Levy Equity Management, Inc. 0.01% Add +4.4% 59,368 $2.8M
Yousif Capital Management, LLC 0.03% Reduce -12.0% 57,516 $2.7M
Bank of Montreal 0.00% Add +35.6% 58,427 $2.7M
Public Employees Retirement System of Ohio 0.01% Add +2.8% 56,660 $2.7M
PEAK6 Investments LLC 0.13% Add +139.4% 55,780 $2.6M
Nisa Investment Advisors, LLC 0.02% Reduce -6.7% 54,997 $2.6M
Group One Trading LLC 0.10% Add +134.0% 54,280 $2.6M
Jane Street Group, LLC 0.00% Reduce -62.7% 54,007 $2.6M
AE Wealth Management LLC 0.02% Add +13.2% 52,975 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.7% 46,441 $2.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +5.9% 46,075 $2.2M
State of New Jersey Common Pension Fund D 0.01% No change 44,611 $2.1M
Mariner, LLC 0.00% Add +9.5% 44,184 $2.1M
Teza Capital Management LLC 0.23% New 43,989 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -7.0% 43,239 $2.0M
Arizona State Retirement System 0.01% Add +2.5% 42,517 $2.0M
Two Sigma Securities, LLC 0.16% New 42,017 $2.0M
Hussman Strategic Advisors, Inc. 0.49% New 42,000 $2.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +42.6% 41,376 $2.0M
AXA S.A. 0.01% Reduce -44.2% 41,330 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.8% 41,223 $1.9M
Louisiana State Employees Retirement System 0.04% Reduce -2.1% 40,900 $1.9M
King Luther Capital Management Corp. 0.01% No change 40,085 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -25.1% 39,526 $1.9M
Engineers Gate Manager LP 0.04% Add +364.0% 38,798 $1.8M
Pinebridge Investments, L.P. 0.01% New 37,225 $1.8M
Cetera Investment Advisers 0.00% Reduce -7.7% 36,156 $1.7M
State of Michigan Retirement System 0.01% Reduce -1.4% 35,100 $1.7M
Wolverine Asset Management LLC 0.16% New 34,508 $1.6M
Handelsbanken Fonder AB 0.01% Add +35.3% 34,500 $1.6M
Seven Eight Capital, LP 0.15% Reduce -30.4% 34,426 $1.6M
Ethic Inc. 0.04% Add +20.6% 36,718 $1.6M
Cresset Asset Management, LLC 0.01% Add +18.7% 33,550 $1.6M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -0.1% 33,255 $1.6M
Global Financial Private Client, LLC 0.61% Reduce -0.7% 33,072 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 33,055 $1.6M
Teacher Retirement System of Texas 0.01% Add +29.9% 32,845 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.6% 32,769 $1.5M
Gateway Investment Advisers LLC 0.02% Reduce -0.1% 32,661 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.5% 32,557 $1.5M
Cwm, LLC 0.01% Add +61.7% 32,503 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -5.0% 31,622 $1.5M
Federation des caisses Desjardins du Quebec 0.01% No change 31,455 $1.5M
Vest Financial, LLC 0.03% Add +16.4% 31,333 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -85.8% 31,317 $1.5M
Martingale Asset Management L P 0.03% New 31,142 $1.5M
New Mexico Educational Retirement Board 0.05% No change 31,000 $1.5M
Cerity Partners LLC 0.00% Add +27.7% 30,787 $1.5M
Fox Run Management, L.L.C. 0.32% Add +287.9% 30,625 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -3.5% 30,302 $1.4M
Oregon Public Employees Retirement Fund 0.03% Reduce -2.6% 29,900 $1.4M
Bank of Nova Scotia 0.00% New 29,887 $1.4M
HRT Financial LP 0.01% New 29,872 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -10.9% 29,477 $1.4M
STRS Ohio 0.01% Add +20.7% 28,308 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +1.9% 27,569 $1.3M
Headlands Technologies LLC 0.14% New 26,674 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -0.2% 26,386 $1.2M
Legacy Capital Group California, Inc. 0.41% Reduce -0.5% 26,296 $1.2M
Townsquare Capital LLC 0.01% Add +14.1% 25,980 $1.2M
Ingalls & Snyder LLC 0.05% No change 25,344 $1.2M
CVA Family Office, LLC 0.19% Add +0.9% 25,223 $1.2M
Black Maple Capital Management LP 0.89% New 25,000 $1.2M
Utah Retirement Systems 0.01% No change 23,852 $1.1M
Alta Capital Management LLC/ 0.07% Add +0.7% 23,803 $1.1M
Neuberger Berman Group LLC 0.00% Add +0.3% 23,793 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% New 22,899 $1.1M
Thompson Investment Management, Inc. 0.15% Reduce -0.3% 22,835 $1.1M
Keybank National Association 0.00% Reduce -1.2% 22,355 $1.1M
Ieq Capital, LLC 0.01% Add +1.7% 21,957 $1.0M
WINTON GROUP Ltd 0.07% Reduce -8.6% 21,895 $1.0M
Brevan Howard Capital Management LP 0.05% Add +7.7% 21,699 $1.0M
Pacer Advisors, Inc. 0.00% Reduce -2.7% 21,598 $1.0M
Vident Advisory, LLC 0.03% Reduce -74.9% 21,540 $1.0M
XTX Topco Ltd 0.07% Add +294.6% 21,520 $1.0M
Summit Securities Group LLC 0.64% Add +37.2% 21,400 $1.0M
Oak Thistle LLC 0.33% New 21,343 $1.0M
Wolverine Trading, LLC 0.03% Reduce -0.2% 21,595 $1.0M
Natixis Investment Managers International 0.07% Add +57.0% 21,065 $995K
HSBC Holdings PLC 0.00% Reduce -30.7% 20,965 $990K
Ironwood Financial, llc 0.20% Reduce -4.0% 20,604 $973K
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.6% 18,557 $929K
Stifel Financial Corp. 0.00% Add +2.2% 19,663 $928K
MAI Capital Management 0.01% Reduce -1.1% 19,298 $911K
Halbert Hargrove Global Advisors, LLC 0.05% No change 19,109 $902K
Creative Planning 0.00% Reduce -6.7% 18,716 $884K
Kestra Private Wealth Services, LLC 0.02% Reduce -15.2% 18,625 $879K
D.A. Davidson & Co. 0.01% Add +5.6% 18,179 $858K
Landscape Capital Management, L.L.C. 0.09% Add +46.1% 17,877 $844K
Versor Investments LP 0.13% New 17,427 $823K
Sierra Summit Advisors LLC 0.19% Add +24.0% 17,190 $812K
State of Alaska, Department of Revenue 0.01% Add +7.3% 17,158 $810K
Campbell & CO Investment Adviser LLC 0.06% New 17,138 $809K
Contravisory Investment Management, Inc. 0.17% Add +0.1% 17,014 $803K
NewEdge Advisors, LLC 0.01% Add +1.2% 17,011 $803K
Focus Partners Wealth 0.00% New 16,785 $793K
EP Wealth Advisors, LLC 0.01% Add +94.4% 16,695 $788K
Aster Capital Management (DIFC) Ltd 0.17% — 16,600 $784K
Illinois Municipal Retirement Fund 0.01% No change 16,565 $782K
Farther Finance Advisors, LLC 0.03% Reduce -5.0% 16,400 $774K
US Bancorp \de 0.00% Add +4.1% 16,350 $772K
Lazard Asset Management LLC 0.00% New 15,972 $754K
Dark Forest Capital Management LP 0.10% New 15,965 $754K
Taika Capital, LP 0.57% New 15,931 $752K
Xponance LLC 0.01% Add +0.3% 15,811 $747K
Federated Hermes, Inc. 0.00% Reduce -3.3% 15,692 $741K
Zions Bancorporation, N.A. 0.05% No change 15,676 $740K
Soltis Investment Advisors LLC 0.07% Reduce -53.5% 15,588 $736K
Emerald Mutual Fund Advisers Trust 0.04% No change 15,048 $711K
TCI Wealth Advisors, Inc. 0.06% No change 14,879 $703K
Fifth Third Bancorp 0.00% Reduce -10.5% 14,804 $699K
Diversified Trust Co. 0.02% New 14,790 $698K
Crossmark Global Holdings, Inc. 0.01% Add +85.8% 14,659 $693K
Physician Wealth Advisors, Inc. 0.12% Add +0.3% 13,682 $691K
Leo Wealth, LLC 0.06% New 14,557 $687K
Dynamic Technology Lab Private Ltd 0.07% New 13,926 $658K
Danske Bank A/S 0.00% Reduce -61.1% 13,893 $656K
Advisory Services Network, LLC 0.01% No change 14,909 $647K
Centiva Capital, LP 0.03% New 13,501 $638K
GTS Securities LLC 0.01% New 13,492 $637K
Pinnacle Holdings, LLC 0.28% No change 13,244 $625K
Cottonwood Capital Advisors, LLC 0.46% Reduce -5.0% 13,234 $625K
Schonfeld Strategic Advisors LLC 0.01% Reduce -69.6% 12,909 $610K
Sterling Capital Management LLC 0.01% — 12,903 $609K
Clear Creek Financial Management, LLC 0.07% Reduce -11.4% 12,851 $607K
Lunt Capital Management, Inc. 0.28% No change 12,607 $595K
Virtu Financial LLC 0.03% New 12,341 $583K
River Global Investors LLP 0.13% Reduce -0.9% 12,303 $581K
Atria Investments, Inc 0.01% Reduce -16.9% 12,042 $569K
Supplemental Annuity Collective Trust of NJ 0.17% No change 12,000 $567K
Avior Wealth Management, LLC 0.02% Add +0.2% 11,955 $565K
Stratos Wealth Partners, LTD. 0.01% Reduce -6.7% 11,846 $559K
Sendero Wealth Management, LLC 0.09% No change 11,803 $557K
Securian Asset Management, Inc. 0.02% Reduce -2.5% 11,485 $542K
Public Employees Retirement Association of Colorado 0.00% No change 11,406 $539K
Vestcor Inc 0.02% No change 11,147 $526K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.6% 11,022 $520K
IMC-Chicago, LLC 0.01% New 10,935 $516K
Cornercap Investment Counsel Inc. 0.15% New 10,799 $510K
Acorn Financial Advisory Services Inc. 0.09% Add +0.6% 10,789 $509K
PDT Partners, LLC 0.04% Reduce -40.2% 10,722 $506K
Trustmark Bank Trust Department 0.04% Reduce -2.0% 10,701 $505K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -4.5% 10,674 $504K
HB Wealth Management, LLC 0.01% Add +0.9% 10,392 $491K
Tower Research Capital LLC (TRC) 0.01% Reduce -81.8% 10,381 $490K
MainStreet Investment Advisors LLC 0.06% Reduce -17.2% 10,175 $480K
Verition Fund Management LLC 0.00% No change 10,158 $480K
Daiwa Securities Group Inc. 0.00% New 10,100 $477K
United Capital Financial Advisors, LLC 0.00% Reduce -1.7% 9,841 $465K
Boothbay Fund Management, LLC 0.02% New 9,804 $463K
Lynx Investment Advisory 0.33% Add +0.1% 9,707 $458K
Wedmont Private Capital 0.03% Add +4.6% 9,625 $457K
Kestra Advisory Services, LLC 0.00% Reduce -21.1% 9,590 $453K
Watts Gwilliam & Co., LLC 0.10% — 9,469 $447K
Walleye Capital LLC 0.01% Reduce -62.4% 9,178 $433K
GAMMA Investing LLC 0.04% Add +16.1% 9,111 $430K
Summit Trail Advisors, LLC 0.01% Reduce -3.9% 9,053 $427K
Coldstream Capital Management Inc. 0.01% Add +9.6% 8,802 $426K
Avaii Wealth Management, LLC 0.21% Reduce -4.5% 8,779 $415K
Jackson Creek Investment Advisors LLC 0.12% Reduce -1.0% 8,742 $413K
Inspire Investing, LLC 0.04% Add +7.5% 8,727 $412K
Global Retirement Partners, LLC 0.01% Reduce -5.4% 8,628 $407K
First Trust Direct Indexing L.P. 0.02% Reduce -4.9% 8,449 $399K
EMC Capital Management 0.26% Reduce -76.9% 2,364 $397K
Maryland State Retirement & Pension System 0.01% Reduce -28.6% 8,246 $389K
SG Americas Securities, LLC 0.00% Reduce -80.8% 8,238 $389K
Blue Trust, Inc. 0.01% Add +106.0% 8,962 $389K
Independent Financial Group, LLC 0.01% Reduce -3.0% 8,172 $386K
Clearstead Advisors, LLC 0.01% Add +0.3% 8,135 $384K
Financial Network Wealth Advisors LLC 0.32% Add +0.3% 8,104 $383K
Graham Capital Management, L.P. 0.02% New 8,072 $381K
Blueshift Asset Management, LLC 0.09% New 8,023 $379K
Profund Advisors LLC 0.01% Add +18.4% 7,931 $375K
Carson Advisory Inc. 0.23% Add +0.0% 7,703 $364K
Bessemer Group Inc. 0.00% Add +3.8% 7,607 $359K
Caprock Group, LLC 0.01% Add +19.4% 7,389 $349K
Mma Asset Management LLC 0.09% No change 7,340 $347K
Pitcairn Co. 0.02% Reduce -17.9% 7,259 $343K
Focus Partners Advisor Solutions, LLC 0.01% Add +1.5% 7,144 $337K
Horizon Advisory Services, Inc. 0.15% Reduce -2.0% 7,094 $335K
Apella Capital, LLC 0.01% Add +0.1% 7,215 $330K
Mather Group, Llc. 0.00% Reduce -2.1% 6,933 $327K
Sigma Planning Corp 0.01% Reduce -3.4% 6,927 $327K
Allworth Financial LP 0.00% Add +0.1% 6,756 $319K
Truist Financial Corp. 0.00% Reduce -49.2% 6,748 $319K
Guggenheim Capital LLC 0.00% Reduce -43.4% 6,610 $312K
Savant Capital, LLC 0.00% Add +14.2% 6,522 $308K
ProShare Advisors LLC 0.00% Reduce -7.5% 6,439 $304K
Paragon Capital Management Ltd 0.06% Add +0.9% 6,432 $304K
Blair William & Co. 0.00% Add +3.8% 6,410 $303K
NorthRock Partners, LLC 0.01% Add +0.2% 6,405 $302K
Choreo, LLC 0.00% Add +8.4% 6,566 $299K
M&T Bank Corp 0.00% Reduce -5.7% 6,326 $299K
Shelton Capital Management 0.01% Reduce -3.7% 6,296 $297K
Sanctuary Advisors, LLC 0.00% New 4,791 $290K
Fruth Investment Management 0.07% No change 6,100 $288K
Geneos Wealth Management Inc. 0.01% Add +4.2% 6,038 $285K
Concourse Financial Group Securities, Inc. 0.02% Reduce -3.3% 6,026 $285K
Aigen Investment Management, LP 0.06% New 6,001 $283K
Drive Wealth Management, LLC 0.07% Add +0.4% 5,974 $282K
KG Capital Management 0.09% Reduce -74.9% 5,940 $280K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 5,900 $279K
Impact Partnership Wealth, LLC 0.06% Reduce -3.8% 5,702 $269K
Lido Advisors, LLC 0.00% Reduce -9.5% 5,621 $265K
Beacon Investment Advisory Services, Inc. 0.01% No change 5,550 $262K
Compound Planning, Inc. 0.02% Add +15.9% 5,492 $259K
Twinbeech Capital LP 0.00% New 5,423 $256K
Chicago Partners Investment Group LLC 0.01% Add +10.1% 4,909 $255K
Jones Financial Companies LLLP 0.00% New 5,440 $253K
Tidal Investments LLC 0.00% Reduce -0.5% 5,305 $251K
Sippican Capital Advisors 0.17% Reduce -0.9% 5,250 $248K
Inscription Capital, LLC 0.04% Reduce -28.6% 5,223 $247K
Salzhauer Michael 0.16% No change 5,200 $246K
Blackhawk Capital Partners, LLC 0.13% Reduce -0.8% 5,185 $245K
Whittier Trust Co. of Nevada Inc. 0.01% No change 5,175 $244K
Axq Capital, LP 0.07% New 5,170 $244K
Forum Financial Management, LP 0.00% Add +0.1% 5,121 $242K
Strategic Advocates LLC 0.09% Reduce -1.8% 5,057 $239K
Ritholtz Wealth Management 0.01% New 5,032 $238K
Johnson Investment Counsel Inc. 0.00% No change 5,020 $237K
Renaissance Technologies 0.00% Reduce -22.2% 4,900 $231K
iSAM Funds (UK) Ltd 0.13% New 4,793 $226K
Riverwater Partners LLC 0.11% Reduce -0.5% 4,948 $226K
Traynor Capital Management, Inc. 0.02% Add +0.9% 4,774 $225K
MML Investors Services, LLC 0.00% New 4,751 $224K
Mgo One Seven LLC 0.01% New 4,712 $223K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.7% 4,636 $219K
Avid Wealth Partners LLC 0.15% New 4,606 $217K
Fifth Third Wealth Advisors LLC 0.01% Add +0.8% 4,600 $217K
Wharton Business Group, LLC 0.01% New 4,460 $211K
KBC Group NV 0.00% Add +25.6% 4,455 $210K
WJ Interests, LLC 0.09% New 4,439 $210K
Quarry LP 0.07% Add +238.6% 4,402 $208K
Lake Street Advisors Group, LLC 0.01% New 4,360 $206K
TrinityPoint Wealth, LLC 0.03% New 4,352 $206K
National Bank of Canada 0.00% Add +974.8% 4,342 $205K
Old National Bancorp 0.00% New 4,318 $204K
CIBC Asset Management Inc 0.00% New 4,287 $202K
Shell Asset Management Co. 0.01% — 4,252 $201K
Glenmede Trust Co. NA 0.00% Reduce -21.1% 4,099 $194K
Crewe Advisors LLC 0.02% Add +24.9% 3,950 $187K
Centaurus Financial, Inc. 0.01% Reduce -0.4% 3,904 $184K
Versant Capital Management, Inc 0.03% Add +9.0% 2,926 $138K
CI Investments Inc. 0.00% Add +16.8% 2,844 $134K
TD Private Client Wealth LLC 0.00% Add +15.2% 2,837 $134K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.3% 2,665 $126K
Brooklyn Investment Group 0.04% New 2,513 $119K
Venturi Wealth Management, LLC 0.01% Add +209.1% 2,470 $117K
Hamilton Capital Partners Inc. 0.01% No change 2,408 $114K
Principal Securities, Inc. 0.00% Reduce -2.1% 2,049 $97K
Peterson Wealth Services 0.03% New 2,043 $96K
Steward Partners Investment Advisory, LLC 0.00% Add +1980.4% 2,018 $95K
Smartleaf Asset Management LLC 0.01% Add +99.7% 1,873 $87K
Nomura Asset Management Co. Ltd. 0.00% No change 1,830 $86K
GPS Wealth Strategies Group, LLC 0.01% No change 1,738 $82K
CIBC Private Wealth Group LLC 0.00% Add +0.2% 1,689 $80K
Quadrant Capital Group LLC 0.01% Reduce -0.4% 1,659 $78K
Lanark Financial, Inc. 0.01% Reduce -18.4% 1,590 $75K
Capstone Investment Advisors, LLC 0.00% Reduce -57.0% 1,528 $72K
Walleye Trading LLC 0.00% Reduce -93.1% 1,401 $66K
FNY Investment Advisers, LLC 0.03% Reduce -39.1% 1,400 $66K
Allspring Global Investments Holdings, LLC 0.00% Add +3.0% 1,327 $63K
Optiver Holding B.V. 0.00% New 1,284 $61K
New Millennium Group LLC 0.04% No change 1,267 $60K
Parkside Financial Bank & Trust 0.01% Reduce -7.1% 1,264 $60K
Signaturefd, LLC 0.00% No change 1,112 $53K
Albion Financial Group 0.00% No change 1,105 $52K
Eagle Bay Advisors LLC 0.02% Reduce -0.9% 1,102 $52K
Harvest Fund Management Co., Ltd 0.00% Reduce -20.8% 1,023 $48K
GeoWealth Management, LLC 0.00% New 986 $47K
Parallel Advisors, LLC 0.00% Add +0.3% 884 $42K
Kozak & Associates, Inc. 0.01% Add +0.9% 793 $40K
American Capital Advisory, LLC 0.02% No change 838 $40K
International Assets Investment Management, LLC 0.00% No change 794 $37K
Addison Advisors LLC 0.01% Reduce -0.4% 784 $37K
Storebrand Asset Management As 0.00% No change 777 $37K
Quent Capital, LLC 0.00% Add +7.6% 690 $32K
Trust Co. of Vermont 0.00% Add +14.5% 607 $29K
Deseret Mutual Benefit Administrators 0.01% No change 605 $29K
FinTrust Capital Advisors, LLC 0.00% No change 600 $28K
Ascentis Wealth Management, LLC 0.01% — 597 $28K
Spire Wealth Management 0.00% No change 569 $27K
UMB Bank, n.a. 0.00% Add +46.9% 536 $25K
Mechanics Financial Corp 0.01% No change 525 $25K
Rothschild Investment LLC 0.00% Reduce -41.9% 521 $25K
Raleigh Capital Management Inc. 0.01% Add +0.4% 500 $24K
Abich Financial Wealth Management LLC 0.05% Reduce -64.9% 497 $23K
IFP Advisors, Inc 0.00% Reduce -74.0% 480 $23K
Cromwell Holdings LLC 0.01% No change 451 $21K
Harbour Investments, Inc. 0.00% Add +1.7% 428 $20K
Arax Advisory Partners 0.00% Add +848.8% 408 $19K
Independence Bank of Kentucky 0.00% New 400 $19K
First Horizon Advisors, Inc. 0.00% Reduce -18.5% 387 $18K
Covestor Ltd 0.01% Reduce -73.2% 374 $18K
CENTRAL TRUST Co 0.00% No change 369 $17K
EverSource Wealth Advisors, LLC 0.00% No change 358 $17K
Boit C F David 0.01% No change 360 $16K
Ashton Thomas Securities, LLC 0.00% New 343 $16K
Bogart Wealth, LLC 0.00% No change 323 $15K
MV Capital Management, Inc. 0.00% Reduce -0.9% 313 $15K
Rosenberg Matthew Hamilton 0.00% Add +99.3% 289 $14K
Wilmington Savings Fund Society, FSB 0.00% New 280 $13K
DT Investment Partners, LLC 0.00% New 260 $12K
CoreCap Advisors, LLC 0.00% New 244 $12K
Larson Financial Group LLC 0.00% Reduce -86.0% 238 $11K
Creative Financial Designs Inc. 0.00% Add +3.1% 233 $11K
Hemington Wealth Management 0.00% New 193 $10K
MCF Advisors LLC 0.00% Add +25.7% 191 $9K
Kiely Wealth Advisory Group, Inc. 0.01% No change 150 $9K
Hexagon Capital Partners LLC 0.00% New 185 $9K
Private Wealth Management Group, LLC 0.00% Add +0.6% 181 $9K
Huntington National Bank 0.00% No change 175 $8K
Earned Wealth Advisors, LLC 0.00% New 169 $8K
Rogco, LP 0.00% No change 160 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 150 $7K
Anfield Capital Management, LLC 0.00% No change 134 $6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 120 $6K
Bank of New Hampshire 0.00% No change 125 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -8.3% 121 $6K
Fortitude Family Office, LLC 0.00% No change 118 $6K
Bell Investment Advisors, Inc 0.00% Reduce -20.1% 111 $5K
Cullen/Frost Bankers, Inc. 0.00% New 110 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 106 $5K
Hollencrest Capital Management 0.00% No change 100 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 92 $4K
Valued Wealth Advisors LLC 0.00% No change 88 $4K
Prestige Wealth Management Group LLC 0.00% No change 84 $4K
Continuum Advisory, LLC 0.00% Reduce -95.6% 62 $4K
Bruce G. Allen Investments, LLC 0.00% No change 70 $3K
Leonteq Securities AG 0.00% Reduce -69.4% 68 $3K
Heritage Wealth Advisors 0.00% New 60 $3K
Cape Investment Advisory, Inc. 0.00% No change 50 $2K
Farmers & Merchants Investments Inc. 0.00% No change 50 $2K
Capital Advisors, Ltd. LLC 0.00% No change 39 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 39 $2K
Grove Bank & Trust 0.00% New 39 $2K
AdvisorNet Financial, Inc 0.00% No change 36 $2K
Oakworth Capital, Inc. 0.00% New 35 $2K
SJS Investment Consulting Inc. 0.00% No change 34 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -16.7% 25 $1K
HM Payson & Co. 0.00% New 23 $1K
Legacy Investment Solutions, LLC 0.00% — 18 $1K
Legacy Wealth Managment, LLC 0.00% — 18 $1K
Avion Wealth 0.00% No change 33 $1K
Transamerica Financial Advisors, LLC 0.00% No change 8 $1K
GW&K Investment Management, LLC 0.00% No change 24 $1K
Lindbrook Capital, LLC 0.00% No change 21 $992
Trifecta Capital Advisors, LLC 0.00% Reduce -34.6% 17 $803
Dunhill Financial, LLC 0.00% No change 16 $751
Brown Brothers Harriman & Co. 0.00% New 13 $614
Claris Advisors, LLC / Mo / 0.00% New 9 $425
Bokf, NA 0.00% No change 6 $277
First Personal Financial Services 0.00% New 4 $189
TFC Financial Management, Inc. 0.00% No change 1 $48

"% of holder's portfolio" is ZION's weight in each manager's 13F, not the share of Zions Bancorp NA the manager owns.